Sun Group Wealth Partners Email Format

Financial ServicesCalifornia, United States2-10 Employees

Sun Group Wealth Partners is a financial services firm based in Irvine, California. With more than 25 years of combined experience, its team emphasizes long-term relationships built on integrity, objectivity, and trust as it supports clients’ financial planning. The firm focuses on serving small business owners, celebrities, executives, and established families, addressing their unique financial needs.

Its service offering spans investment management, wealth management, retirement planning, business succession strategies, estate planning, and charitable giving strategies, all aimed at aligning a client’s financial picture with their goals. Securities are offered through LPL Financial, a member of SIPC. The company maintains a small professional team and operates within the broader financial services landscape in the Irvine area.

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